SEC 13F Intelligence

Chase Investment Counsel Corp / LPLA

Chase Investment Counsel Corp’s Lpl Finl Hldgs Inc Position

Does Chase Investment Counsel Corp own Lpl Finl Hldgs Inc (LPLA)? Not currently — the last reported position was 9.5K shares worth $2M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2023
Shares
9.5K
% of Portfolio
+1.06%
Quarters Held
6
position exited

Position History LPLA

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $3MQ2 ’19Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ3 ’22Q4 ’22: $4MQ4 ’22Q1 ’23: $2MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20239.5K$2M+1.06%
Q4 202220.3K$4M+2.68%
Q3 202220.3K$4M+2.80%
Q2 202220.5K$4M+2.04%
Q2 201930.9K$3M+1.28%
Q1 201928.6K$2M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chase Investment Counsel Corp’s full portfolio or all institutional holders of LPLA.